IFP Advisors’s Origin Bancorp OBK Stock Holding History

IFP Advisors’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.9K	Buy	311 +1	+0.3%	+$42	﹤0.01%	3036
2025 Q4	$11.7K	Buy	310 +231	+292%	+$8.28K	﹤0.01%	2980
2025 Q3	$2.73K	Buy	79 +6	+8%	+$222	﹤0.01%	3569
2025 Q2	$2.61K	Buy	73 +70	+2,333%	+$2.32K	﹤0.01%	3771
2025 Q1	$104	Hold	3	–	–	﹤0.01%	3841
2024 Q4	$100	Buy	+3	New	+$101	﹤0.01%	4028
2024 Q1	–	Sell	-76	Closed	-$2.7K	–	3215
2023 Q4	$2.7K	Buy	76 +38	+100%	+$1.21K	﹤0.01%	2601
2023 Q3	$1.1K	Hold	38	–	–	﹤0.01%	2984
2023 Q2	$1.11K	Hold	38	–	–	﹤0.01%	3059
2023 Q1	$1.46K	Hold	38	–	–	﹤0.01%	2988
2022 Q4	$1K	Hold	38	–	–	﹤0.01%	4421
2022 Q3	$1K	Buy	+38	New	+$1.58K	﹤0.01%	4625
2021 Q3	–	Sell	-6	Closed	–	–	4240
2021 Q2	$0	Hold	6	–	–	﹤0.01%	3980
2021 Q1	$0	Hold	6	–	–	﹤0.01%	3899
2020 Q4	$0	Sell	6 -19	-76%	-$484	﹤0.01%	3729
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	2677
2020 Q2	$1K	Buy	+25	New	+$513	﹤0.01%	2576

Other funds holding OBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return